| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 06/19/2007 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 820,745,015 45% |
| of that, discretionary | 820,745,015 45% |
| Number of Employees | 8 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,079,593 25% |
| % High Net Worth | 68.12% -19% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BERRY, DUNN, MCNEIL & PARKER, LLC | Filing Date11/20/2025 | Form ADV-E View Report |
| Accounting Firm Name BERRYDUNN | Filing Date09/25/2024 | Form ADV-E View Report |
| Accounting Firm Name BERRYDUNN | Filing Date10/19/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$109,560,681 | % Position13.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$69,551,632 | % Position8.00% | $ Change98.00% | # Change-2.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$66,984,568 | % Position8.00% | $ Change31.00% | # Change1.00% |
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$64,941,545 | % Position7.00% | $ Change84.00% | # Change-2.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$63,564,688 | % Position7.00% | $ Change25.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$53,757,012 | % Position6.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker617446448 | Stock NameMORGAN STANLEY | $ Position$41,368,180 | % Position5.00% | $ Change27.00% | # Change0.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$36,240,341 | % Position4.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$30,711,778 | % Position4.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker17275R102 | Stock NameCISCO SYS INC | $ Position$22,321,512 | % Position3.00% | $ Change52.00% | # Change0.00% |